HOLLAND & KNIGHT LLP

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Non-profit organization

Filing 1st Quarter - Report

Reporting period

1st Quarter 2025

Jan 1 - Mar 31 · Posted Apr 13, 2025

Income

$60,000.00

What the client paid this registrant for the period.

Client based in

District of Columbia

Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 2

Financial Institutions/Investments/Securities

Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

Retirement

Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.